Terri Kwiecinski is a client relationship associate and works directly with high-net-worth individuals and institutions in all aspects of client support. In addition, Terri works closely with our client’s professional advisors, such as attorneys, accountants and family office representatives. Terri holds her Series 7, 63, and 65 licenses.
In 2019 and 2020, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's.1
1 The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases